Business Development Manager

PensionBee•New York, NY

18d•Hybrid

About The Position

PensionBee is seeking a Business Development Manager to help scale its automatic rollover (Safe Harbor IRA) business among advisors. This is a unique hybrid role combining sales prospecting and relationship-building with CRM operations and sales infrastructure. The Business Development Manager will build and grow PensionBee's relationships with financial advisors and third-party administrators in the US. It's a hands-on role for someone who enjoys winning new partnerships and also building the machinery behind the sale: the materials, the process and the CRM. The role involves working closely with the VP Employer Partnerships and leading a Business Development Representative who books meetings.

Requirements

4–7 years in B2B sales or channel partnerships, with a track record of winning new relationships.
Knowledge of retirement industry concepts (401(k), 403(b), automatic rollovers, ERISA, Safe Harbor rules).
Familiarity with the RIA landscape and how advisors build their practices.
Comfort operating in a small, fast-moving team: ability to close a deal in the morning and fix a CRM workflow in the afternoon.
Strong writing skills for sales materials, pitches and email campaigns.
Hands-on CRM administration experience (Pipedrive, Salesforce or HubSpot) and a data-driven approach to pipeline and campaigns.

Nice To Haves

Experience with financial advisors, TPAs, recordkeepers or the broader retirement plan market is a strong plus.
Experience coaching or managing a junior team member is a plus.

Responsibilities

Win new partners by signing at least 2 new advisor or TPA relationships a month through outreach and existing pipeline.
Grow existing partnerships by acting as co-owner of key partner relationships, helping each partner bring on around 20 new employer clients a year.
Compete and win by leading responses to competitive pitches, RFPs and complex follow-ups with the wider sales team.
Build the sales toolkit by owning sales materials, identifying gaps, and creating necessary content like call scripts and playbooks for the BDR.
Own the sales process by maintaining guides, process flows, and handoffs across the full sales cycle, and serving as the main point of contact with the Operations team.
Run email campaigns by designing, running, and measuring email marketing to advisors and TPAs.
Own the CRM by acting as the primary owner and administrator of Pipedrive, including setup, data quality, reporting, and automation.
Lead and develop the BDR by setting priorities and coaching on outreach.